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Apr 22, 2013
04/13
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because it underperformed its portion of the technology sector even as the growth rate would have been outstanding for a personal computer-related block or a cellphone company. these days knowing what the sector is isn't enough. you need to know the subsector. you need to know how your company stacks up against the growth rate of that subsector. you need to have a good handle whether that larger is in favor or isn't. the bottom line, nothing is worse than a bad stock in a bad seccor neighborhood. nothing is better than owning a good stock in a good stock neighborhood. if you do not match the sector growth and do not determine whether the sector is in favor versus out of favor, then the earnings report better than expected or not, it won't mean a thing. when we return, i will give you several more ways to use these reports in the context of stock picking, not just trading. the drive you will come to see is pretty much a zero sub game. stay with cramer. i know what you're thinking... transit fares! as in the 37 billion transit fares we help collect each year. no? oh, right. you're thinki
because it underperformed its portion of the technology sector even as the growth rate would have been outstanding for a personal computer-related block or a cellphone company. these days knowing what the sector is isn't enough. you need to know the subsector. you need to know how your company stacks up against the growth rate of that subsector. you need to have a good handle whether that larger is in favor or isn't. the bottom line, nothing is worse than a bad stock in a bad seccor...
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Apr 22, 2013
04/13
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technology doing better. health care, consumer staples all up. a modestly upward push to the market. still doesn't seem to be a lot of direction. look at house ing. very disappointed in the existing hope sales number for march we got out this morning. building materials are doing really well. boise cascade, big wood products. knocked the cover off the ball. said wood product demand is strong as the housing market continues to get better. one number good, another number not so good in the earnings season and in the economic reports. move on and show you some of the multiindustry companies. a lot of big nachls reporting tomorrow. illinois tool works, ingersoll rand. ge reported on friday. still down. textron, still down. a $29 stock a few days ago. a little concerns overall about the earnings outlook. finally, maria, something unusual. canadian national railways just reported their earnings. they were supposed to report after the bell. suddenly i don't know why it came out. just a little proud here. $1.30 is what they have. i'll check to see if tha
technology doing better. health care, consumer staples all up. a modestly upward push to the market. still doesn't seem to be a lot of direction. look at house ing. very disappointed in the existing hope sales number for march we got out this morning. building materials are doing really well. boise cascade, big wood products. knocked the cover off the ball. said wood product demand is strong as the housing market continues to get better. one number good, another number not so good in the...
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Apr 22, 2013
04/13
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you have no expectation of privacy in the public place, the more technology we use, the better we will be able to combat terrorism. if not for the cameras in this case, we never would have found out who was involved. my question is, who was the fbi agent who identified these originally? who interviewed them? why did it take the public to identify who they were? >> why do you think that is? >> that's a question that needs to be answered. we need to find out who was the fbi agent, was he in boston? when those pictures appeared, why didn't he say, i know those people, i interviewed them. >> on top of that, it was, in fact, the public surveillance, whether it was department stores or whatever that enabled people to find these guys before they hit again. that's the way i look at it. before they hit again. >> without those public cameras, we would be looking. >> you agree, this is a necessary part of modern life as we wage war against those who waged war against us? >> absolutely. i remember we put cameras in the housing developments for the first time, the aclu complained about it. the trut
you have no expectation of privacy in the public place, the more technology we use, the better we will be able to combat terrorism. if not for the cameras in this case, we never would have found out who was involved. my question is, who was the fbi agent who identified these originally? who interviewed them? why did it take the public to identify who they were? >> why do you think that is? >> that's a question that needs to be answered. we need to find out who was the fbi agent, was...
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Apr 22, 2013
04/13
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defensive growth, defensive growth, as you say, is health care, is tapels, parts of the media, parts of the technology space, as well, clearly defensive growth. and then the other part of the bar bell, we want to take advantage of some of those attractive valuations in equities and in europe. we would rather go into financials selectively and look at those insurance companies, those banks, as well, which is perhaps have sold off more in the market than the recent pullback and look at all of those companies which have improving or strong capital positions. and you end up looking at some of the german insurers and the swiss bank. they look pretty strong for us. >> jonathan, thanks very much for that. . >>> today is also worldwide -- in china, "worldwide exchange" in china day. i'm in hong kong because i've just spent the weekend at the china entrepreneur's club annual meeting of green companies in china. i've just come back from there and the china entrepreneur's club is a group 50, 51 of the leading ceos of the private companies. around $300 billion in revenue is what those combined companies have. one
defensive growth, defensive growth, as you say, is health care, is tapels, parts of the media, parts of the technology space, as well, clearly defensive growth. and then the other part of the bar bell, we want to take advantage of some of those attractive valuations in equities and in europe. we would rather go into financials selectively and look at those insurance companies, those banks, as well, which is perhaps have sold off more in the market than the recent pullback and look at all of...
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Apr 22, 2013
04/13
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now, i'm also a big fan of new technology. if we can do things better, we should. now we are at a cross roads where i have to admit i have some misgivings but, hey, technology aside, we're improving. there's going to be some significant changes to the way we calculate gdp starting in july which means the number we get about three months from today when we get our first look at second quarter gdp may be significantly bigger. now, i'd like to quote, and it's on cnbc.com today as well as in the financial times, something that was written by robin harding quoting one of the gentleman who sat the bur oh of economic analysis, brent moulton. here is what he said. we are carrying these major changes all of the way back in time, which for us means to 1929, so we are essentially rewriting economic history. now, you can see why i'm scratching my head a little bit. i guess, you know, when the government or any employee is going to tell us they're rewriting history, my issue is, is that it's tough to get your gps, first of all, and it comes at a time when we already don't have
now, i'm also a big fan of new technology. if we can do things better, we should. now we are at a cross roads where i have to admit i have some misgivings but, hey, technology aside, we're improving. there's going to be some significant changes to the way we calculate gdp starting in july which means the number we get about three months from today when we get our first look at second quarter gdp may be significantly bigger. now, i'd like to quote, and it's on cnbc.com today as well as in the...